Lori Gates Email and Phone Number
Lori Gates work email
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Lori Gates personal email
Lori is a Music Retail Accountant with Friedman Kannenberg and Co, PC and in that role primarily provides accounting and consulting services to their retail music clients. Previously she was the owner of Gates Accounting Services which provided accounting and tax related services to small businesses and other clients.She graduated from Drake University with a degree in Accounting in 1983 and is a Certified Public Accountant. Lori has a strong background in all aspects related to accounting and management, including work as a controller, manager of financial services, financial analyst, auditor and as a tax specialist.Lori currently lives in Sergeant Bluff, Iowa and divides her time between her work, her family, and other civic organizations.
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Music Retail AccountantFriedman Kannenberg & Co PcSt. Cloud, Mn, Us -
Music Retail AccountantFriedman Kannenberg & Co Pc Nov 2017 - PresentFarmington CtProvision of music retail accounting services and consulting with the FKCo team. Handling year-end accounting and tax compliance tasks for many of the companies music retail business clients as well as having over 15 years in the music retailing industry including extensive experience with AIMsi Music Retail Accounting Software. -
OwnerGates Accounting Services Jun 2006 - Nov 2017Sioux City, Iowa AreaProvision of accounting and tax related services to various small businesses and other clients. Preparation of monthly and annual financial statements; preparation of annual budgets and forecasts; account analysis and financial performance analysis; preparation of audit and review workpapers; daily reconciliation tasks; board and management presentations; and preparation of tax returns. -
ControllerKephart'S Music Center, Inc. Aug 2002 - Jun 2006Decorah, IowaPreparation of monthly and annual financial statements; preparation of annual budgets and forecasts; account analysis and financial performance analysis; preparation of audit and review workpapers; daily reconciliation tasks; and board and management presentations.
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Tax SpecialistAllen Memorial Hospital Mar 2001 - Dec 2001Waterloo, IowaPreparation of Federal Form 990's for Allen Memorial Hospital, Allen College and Memorial Foundation of Allen Hospital.
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Manager Of Financial ServicesSt. Luke'S Hospital Feb 1993 - Jul 2000Cedar Rapids, Iowa AreaPreparation of monthly and annual financial statements and all tax returns and filings for St. Luke's Hospital and multiple related entities; supervision and/or preparation of annual budgets and forecasts for various entities; staff supervision; extensive involvement with St. Luke's Health Care Foundation financial statements and investment performance and direction; contract compliance review for St. Luke's Hospital and subsidiaries; account analysis and overall financial statement analysis;… Show more Preparation of monthly and annual financial statements and all tax returns and filings for St. Luke's Hospital and multiple related entities; supervision and/or preparation of annual budgets and forecasts for various entities; staff supervision; extensive involvement with St. Luke's Health Care Foundation financial statements and investment performance and direction; contract compliance review for St. Luke's Hospital and subsidiaries; account analysis and overall financial statement analysis; board and committee presentations; and extensive committee and special project work. Show less
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Financial AnalystSt. Luke'S Hospital May 1990 - Feb 1993Cedar Rapids, Iowa AreaDuties included account analysis for St. Luke's Hospital and subsidiaries; preparation of audit work papers and tax returns; financial statement preparation for subsidiaries; preparation of annual budget and financial projections.
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Accounting SpecialistSt. Luke'S Hospital Jun 1986 - May 1990Cedar Rapids, Iowa AreaDuties included account analysis for St. Luke's Hospital; preparation of audit and cost report work papers; and financial projections for subsidiaries.
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Acting PresidentSt. Luke'S Health Care Foundation Aug 1994 - Nov 1994Cedar Rapids, Iowa AreaDuties included all areas of responsibility assumed by the President of St. Luke's Health Care Foundation, including coordination of all fundraising activities; supervision of staff; donor relations and monitoring and direction of investment portfolio.
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Senior AuditorCoopers & Lybrand, Certified Public Accountants May 1985 - Jun 1986Des Moines, Iowa AreaDuties included supervision and performance of various audit, review and compilation engagements; preparation of financial statements; and preparation of corporate and individual tax returns.
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Staff AccountantCoopers & Lybrand, Certified Public Accountants Aug 1983 - May 1985Des Moines, Iowa AreaDuties included completion of various audit areas as assigned.
Lori Gates Skills
Lori Gates Education Details
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Accounting -
Iowa Valley High School
Frequently Asked Questions about Lori Gates
What company does Lori Gates work for?
Lori Gates works for Friedman Kannenberg & Co Pc
What is Lori Gates's role at the current company?
Lori Gates's current role is Music Retail Accountant.
What is Lori Gates's email address?
Lori Gates's email address is lo****@****kco.com
What schools did Lori Gates attend?
Lori Gates attended Drake University, Iowa Valley High School.
What skills is Lori Gates known for?
Lori Gates has skills like Financial Analysis, Auditing, Budgets, Account Reconciliation, Financial Statements, Accounting, Tax, Finance, Forecasting, Cpa, Tax Preparation, Time Management.
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